+1,314.2%
AAOI vs PSLV
+154.2%
+1,160.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.3% | +1.7% | +1.8% |
| 7D | -0.2% | -3.5% | +3.3% | +1.8% |
| 30D | -23.7% | -2.1% | -21.5% | -22.7% |
| 3M | -39.0% | -1.6% | -37.4% | -38.2% |
| 6M | -17.0% | -25.5% | +8.5% | -1.6% |
| YTD | +202.2% | -11.4% | +213.7% | +198.0% |
| 1Y | +292.4% | +48.6% | +243.8% | +175.0% |
| 3Y | +804.4% | +166.9% | +637.5% | +324.7% |
| All | +1,314.2% | +154.2% | +1,160.0% | +546.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded PSLV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling